Dimensional ETF Trust (DFIC) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Dimensional ETF Trust (DFIC) following the 2026 Q2 hedge fund 13F filings?

As of today, DFIC has moved -2.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (June 30, 2026), DFIC gained +3.1% vs +2.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Dimensional ETF Trust (DFIC)

634 + Investors. Track Smart Money conviction in DFIC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — DFIC

Based on 636 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added DFIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

636 hedge funds hold DFIC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q

+158 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 72% buying

423 buying168 selling

Last quarter: 423 funds were net buyers (68 opened a brand new position + 355 added to an existing one). Only 168 were sellers (134 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 47 → 102 → 82 → 68. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 29% new

268 out of 636 hedge funds have held DFIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~68 new funds/quarter

60 → 47 → 102 → 82 → 68 new funds/Q

New funds entering each quarter: 47 → 102 → 82 → 68. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 41% veterans vs 36% newcomers

■ 41% veterans ■ 23% 1-2yr ■ 36% new

Entry-cohort mix of 636 holders: 258 (41%) are 2+ year veterans, 146 entered 1–2 years ago, and 232 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds

25 of 636 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	634	602	5.32%
13F Shares	330M	304M	8.49%
Total Value	$11.71B	$10.39B	12.66%
New Positions	68	82	-14
Increased Positions	355	301	+54
Closed Positions	36	36	-
Reduced Positions	134	162	-28
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

634

602

5.32%

13F Shares

330M

304M

8.49%

Total Value

$11.71B

$10.39B

12.66%

New Positions

-14

Increased Positions

355

301

+54

Closed Positions

Reduced Positions

134

162

-28

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

634 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFIC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DFIC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Miramar Fiduciary Corp	56.14%	1,523,973	$56.8M
2	Capstone Capital LLC	22.68%	1,065,523	$39.7M
3	Aspen Capital Management, LLC	19.58%	2,380,785	$88.7M
4	Tencap Wealth Coaching, LLC	19.41%	1,642,156	$61.2M
5	Tassel Capital Management, Inc.	18.34%	1,051,521	$39.2M
6	Verisail Partners, LLC	17.64%	1,277,289	$47.6M
7	New Dimensions Wealth Management, LLC	17.60%	625,336	$23.3M
8	Syverson Strege & Co	16.55%	2,037,905	$75.9M
9	SwitchPoint Financial Planning, LLC	16.48%	765,837	$28.5M
10	Kooman & Associates	15.37%	1,536,506	$57.3M
11	Cannon Financial Strategists, Inc.	15.28%	3,603,650	$134.3M
12	Rachor Investment Advisory Services, LLC	15.18%	827,571	$30.8M
13	Leading Edge Financial Planning LLC	14.26%	2,149,853	$80.1M
14	BCU Wealth Advisors, LLC	13.91%	1,124,264	$41.9M
15	RW Investment Management LLC	13.79%	4,217,089	$157.1M
16	Eaton-Cambridge Inc.	13.66%	1,303,889	$48.6M
17	Your Advocates Ltd., LLP	13.14%	1,233,817	$46.0M
18	Vannoy Advisory Group, Inc.	13.09%	621,603	$23.2M
19	WPWealth LLP	13.06%	2,362,665	$88.0M
20	Henrickson Nauta Wealth Advisors, Inc.	12.87%	1,417,906	$52.8M
21	Rather & Kittrell, Inc.	12.20%	2,342,238	$87.3M
22	Alpha Financial Advisors, LLC	11.57%	1,186,703	$44.2M
23	Beacon Hill Wealth Management LTD.	10.97%	424,886	$15.8M
24	Acorn Creek Capital LLC	10.95%	879,322	$32.8M
25	DecisionPoint Financial, LLC	10.91%	1,583,340	$58.9M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Dimensional ETF Trust (DFIC)

What does the Smart Money Trend signal show for DFIC?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DFIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DFIC?

More buyers than sellers — 72% buying: Last quarter: 423 funds were net buyers (68 opened a brand new position + 355 added to an existing one). Only 168 were sellers (134 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFIC holders?

Smaller funds dominant — 5% AUM from top-100: 25 of 636 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFIC?

42% of holders stayed for 2+ years: 268 out of 636 hedge funds have held DFIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Dimensional ETF Trust (DFIC) following the 2026 Q2 hedge fund 13F filings?

As of today, DFIC has moved -2.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (June 30, 2026), DFIC has gained +3.1% vs +2.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Dimensional ETF Trust (DFIC)

Smart Money Signals — DFIC

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

More buyers than sellers — 72% buying

Fewer new buyers each quarter (-14 vs last Q)

42% of holders stayed for 2+ years

Steady discovery — ~68 new funds/quarter

Veteran-anchored — 41% veterans vs 36% newcomers

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — DFIC

Hedge Fund Ownership: DFIC

Market Analysis: DFIC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFIC

Is It Too Late to Buy Dimensional ETF Trust (DFIC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: DFIC

Statistics: DFIC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DFIC)

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